Full text of CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's X-17A-5 filed 2025-03-19 (period 2024-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ ### CLIFTONLARSONALLEN WEALTH ADVISORS, LLC ### FINANCIAL STATEMENT AS OF DECEMBER 31, 2024 {1}------------------------------------------------ **UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549** # **ANNUAL REPORTS FORM X-17A-S** 0MB APPROVAL 0MB Number: 3235-0123 Expires: Nov. 30, 2026 Estimated average burden hours per response: 12 | | SEC FILE NUMBER | | | |--|-----------------|--|--| | | B-48239 | | | | | PART Ill | | |-------------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------|-------------------------------------------| | | FACING PAGE<br>Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 | | | | | | | FILING FOR THE PERIOD BEGINNING 0 1/01 /24 | | AND ENDING 12/31 /24 | | | MM/DD/YY | MM/DD/VY | | | A. REGISTRANT IDENTIFICATION | | | NAME oF FIRM : CliftonlarsonAllen Wealth Advisors, LLC | | | | TYPE OF REGISTRANT (check all applicable boxes):<br>~ Broker-dealer<br>0 Check here if respondent is also an OTC derivatives dealer | □ Security-based swap dealer | □ Major security-based swap participant | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | | | | 220 South Sixth Street Suite 300 | | | | | (No. and Street) | | | Minneaplis | MN | 55402 | | (City) | (State) | (Zip Code) | | | | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | Jaclyn Van Horrick | 612-376-4531 | jaclyn.vanhorrick@claconnect.com | | (Name) | (Area Code -Telephone Number) | (Email Address) | | | B. ACCOUNTANT IDENTIFICATION | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing* | | | | Berkowitz Pollack Brant Advisors + CPAs | | | | 200 S Biscayne Blvd, 7th Floor | (Name - if individual, state last, first, and middle name)<br>Miami | FL<br>33131 -5310 | | (Address) | (City) | (State)<br>(Zip Code) | | 10/22/2023 | | 52<br>I | | l"<br>of Re,;s1,,t100 wlth PCAOB)ln ap~lcable) | | {PCAOB Re~si,atlbo Nombec, ;f applirable) | \* Claims for exemption from the requirement that the annual reports be covered by the reports of an independent public accountant must be supported by a statement of facts and circumstances relied on as the basis of the exemption. See 17 CFR 240.17a-S(e)(l)(ii), if applicable. **Persons…Read the full text as markdown